See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,415 | $112,096-46.1% | $95,952-37.0% | $158,922-62.0% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.7pp |
| Annual return | 22.91% | 171.09%-148.2pp | 91.61%-68.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,949 | $3,198-39.0% | $2,541-23.3% | $4,761-59.1% |
| Participant deferral / active EE | $4,880 | $4,784+2.0% | $4,167+17.1% | $5,982-18.4% |
| Admin fee / account holder | $590 | $10,130-94.2% | $6,795-91.3% | $11,246-94.8% |